Screener
BALI vs DRSK
iShares U.S. Large Cap Premium Income Active ETF vs Aptus Defined Risk ETF
Key differences
BALI is an alternative ETF, while DRSK is a fixed income ETF. BALI charges 0.35% a year and DRSK 0.78%.
- BALI is an alternative fund, while DRSK is a fixed income fund. They carry different risk/return profiles.
- BALI costs 0.43% less per year.
- DRSK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | DRSK | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.78% |
| Fund size (AUM) | $1.2B | $1.5B |
| Since | 2023 | 2018 |
| Dividend yield | 2.35% | 3.60% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +24.3% | +7.0% |
| CAGR 3Y | N/A | +9.3% |
| CAGR 5Y | N/A | +3.0% |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 10.36% | 8.37% |
| Max drawdown | -16.65% | -19.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.